Chapter 13. Adding Advanced Views and Creating Custom Dashboards

In addition to tables and charts, Answers On Demand includes some views that provide other means for delivering information to your users or adding more functionality to your reports. You can also create custom dashboards. A dashboard is a collection of reports that shares a common filter delivered on a single page. This functionality is new to CRM On Demand and is a welcome addition.

In this chapter, I describe the informational views and how to configure them. I also provide detailed instructions on several more advanced views that provide additional effects and functionality. Finally, I take you through the process of developing your own custom dashboard. As you go through this chapter, if you find that some of these views are not available in Answers On Demand, verify that your role has the Analytics Scripting privilege enabled as well as all of the Dashboard privileges.